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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,293 | $95,453-72.5% | $112,040-76.5% | $82,448-68.1% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | -5.50% | 23.92%-29.4pp | 24.52%-30.0pp | 41.64%-47.1pp |
| Employer contribution / active EE | $1,463 | $2,318-36.9% | $2,954-50.5% | $2,551-42.6% |
| Participant deferral / active EE | $0 | $4,224-100.0% | $5,098-100.0% | $4,139-100.0% |
| Admin fee / account holder | $2,746 | $9,013-69.5% | $12,098-77.3% | $7,234-62.0% |